Four Seasons Heating, Inc. 401(K) Plan — Form 5500 plan (Four Seasons Heating, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Four Seasons Heating, Inc. 401(K) Plan is a benefit plan reported by Four Seasons Heating, Inc. under EIN 84-1044979 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $7,580,103 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Four Seasons Heating, Inc.
EIN
84-1044979
Plan number
001
Plan type
2
Location
Wheat Ridge, CO
Latest filing year
2023
Participants
113
End-of-year plan assets
$7,580,103

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023113H, C20241011131208NAL0044397954001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,580,103
Total liabilities (EOY)
$0
Net assets (EOY)
$7,580,103
Net assets (BOY)
$5,888,462

Income & contributions

Employer contributions
$163,191
Participant contributions
$326,431
Total contributions
$489,622
Total income / additions
$1,837,806

Expenses & distributions

Benefits paid
$124,493
Administrative expenses
$21,672
Total expenses
$146,165
Net increase / (decrease)
$1,691,641

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Andrew BluntNONE$14,229$02023
Heather PachecoNONE$6,098$02023
Capital Group Retirement Plan ServiNONE$613$02023

Related Form 5500 pages